Filed October 11, 2022 (most recent of 4 filings on file)
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,933 | $83,884+147.9% | $64,110+224.3% | $74,478+179.2% |
| Participation rate | 93.6% | 76.6%+17.0pp | 72.3%+21.2pp | 70.7%+22.8pp |
| Annual return | 13.58% | 16.57%-3.0pp | 33.75%-20.2pp | 34.37%-20.8pp |
| Employer contribution / active EE | $5,786 | $3,084+87.6% | $2,751+110.3% | $2,637+119.4% |
| Participant deferral / active EE | $4,962 | $3,692+34.4% | $3,883+27.8% | $4,530+9.5% |
| Admin fee / account holder | $0 | $196-100.0% | $3,071-100.0% | $347-100.0% |